Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PJP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PJP) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60.9KNew |
$4.13M - $4.65M
|
60.9K
$5.05M
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
27.9KNew |
$1.89M - $2.13M
|
27.9K
$2.31M
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
20.5KNew |
$1.39M - $1.56M
|
20.5K
$1.7M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
19.6KNew |
$1.33M - $1.5M
|
19.6K
$1.63M
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.65K+ 5.1% |
$451K - $508K
|
137K
$11.4M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.93K+ 1679.91% |
$267K - $300K
|
4.17K
$346K
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.62KNew |
$246K - $276K
|
3.62K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.45KNew |
$234K - $264K
|
3.45K
$287K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.2KNew |
$217K - $244K
|
3.2K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.53K+ 26.84% |
$172K - $193K
|
12K
$993K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
500New |
$33.9K - $38.2K
|
500
$41.5K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
480New |
$32.6K - $36.6K
|
480
$39.8K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
414+ 35.69% |
$28.1K - $31.6K
|
1.57K
$131K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
409New |
$27.8K - $31.2K
|
409
$33.9K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
267+ 1.05% |
$18.1K - $20.4K
|
25.8K
$2.14M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
255New |
$17.3K - $19.5K
|
255
$21.2K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
162+ 0.9% |
$11K - $12.4K
|
18.1K
$1.5M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 47.46% |
$10.8K - $12.1K
|
494
$41K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119+ 2.94% |
$8.08K - $9.08K
|
4.17K
$346K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
100+ 100.0% |
$6.79K - $7.63K
|
200
$16.6K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
61New |
$4.14K - $4.66K
|
61
$5.06K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 14.29% |
$1.7K - $1.91K
|
200
$16.6K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14New |
$950 - $1.07K
|
14
$1.16K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.26% |
$67.9 - $76.3
|
379
$31.5K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.71% |
$2.04K - $2.29K
|
4.19K
$348K
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-34- 10.18% |
$2.31K - $2.6K
|
300
$24.9K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-73- 2.17% |
$4.96K - $5.57K
|
3.29K
$273K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95- 3.21% |
$6.45K - $7.25K
|
2.87K
$238K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-143- 1.09% |
$9.71K - $10.9K
|
13K
$1.08M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-144- 2.8% |
$9.77K - $11K
|
5K
$415K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-156- 3.17% |
$10.6K - $11.9K
|
4.76K
$395K
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-211- 4.95% |
$14.3K - $16.1K
|
4.05K
$336K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-269- 58.61% |
$18.3K - $20.5K
|
190
$15.8K
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-299- 6.85% |
$20.3K - $22.8K
|
4.07K
$338K
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-428- 7.33% |
$29.1K - $32.7K
|
5.42K
$449K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-507- 11.58% |
$34.4K - $38.7K
|
3.87K
$321K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-538- 1.33% |
$36.5K - $41.1K
|
39.9K
$3.31M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-608- 1.31% |
$41.3K - $46.4K
|
45.8K
$3.8M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-612- 1.48% |
$41.5K - $46.7K
|
40.7K
$3.37M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-627- 8.07% |
$42.6K - $47.9K
|
7.14K
$593K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-632- 18.07% |
$42.9K - $48.2K
|
2.87K
$238K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-636- 14.43% |
$43.2K - $48.6K
|
3.77K
$313K
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-709- 3.46% |
$48.1K - $54.1K
|
19.8K
$1.64M
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-862- 13.36% |
$58.5K - $65.8K
|
5.59K
$464K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 3.89% |
$68.5K - $77K
|
24.9K
$2.07M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.2K- 20.67% |
$81.5K - $91.7K
|
4.61K
$382K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.45K- 18.73% |
$98.4K - $111K
|
6.29K
$522K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.76K- 24.93% |
$120K - $135K
|
5.31K
$441K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.79K- 83.62% |
$121K - $136K
|
350
$29.1K
|